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Feb 4, 2018
02/18
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david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said, that's the stupidest idea i've ever heard. [laughter] >> would you fix your tie, please? david: well, people wouldn't recognize me if my tie was fixed, but ok. just leave it this way? alright. ♪ david: i don't consider myself a journalist. nobody else would consider myself a journalist. i began to take on the life of being an interviewer, even though i have a day job of running a private equity firm. how do you define leadership? how do you define leadership? what is it that makes somebody tick? david: you actually started out, you wanted to be an actor, and after a number of years you abandoned that. have you ever thought that, you know, the country and the world has now missed having another de niro or pacino by your not being in the acting world? leslie: no, i think it was a gr
david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said, that's the stupidest idea i've ever heard. [laughter] >> would you fix your tie, please? david: well, people wouldn't recognize me if my tie was fixed, but ok. just leave it...
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Feb 1, 2018
02/18
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ticks did netflix, it all. do netflix, courage of conviction, and you walk away with a title. the moral of the story is to be quiet when i have nothing to say. [laughter] mark: that victory is for point break. fantastic. to charts -- three if we include netflix. andng up, president trump his retreat to west virginia -- and a look at european stocks today. day -- stocks down for a fourth consecutive day, that is the worst since november of last year. it was a gaining month for have a great pain of the currency board. as we come to an end to the european close. belowly softer, but well -- well above i should say the 10 year average. ♪ mark: i am mark crumpton with first world news. white house plans to send mouse memoo -- plans to sign a and will send it back to congress tomorrow. white house spokesperson says as of now the house will be responsible for releasing the memo because it is a legislative document and will not say whether the white house will redact any parts of it. british prime minister theresa may has a reopened the brexit fight over it you citizens and has promi
ticks did netflix, it all. do netflix, courage of conviction, and you walk away with a title. the moral of the story is to be quiet when i have nothing to say. [laughter] mark: that victory is for point break. fantastic. to charts -- three if we include netflix. andng up, president trump his retreat to west virginia -- and a look at european stocks today. day -- stocks down for a fourth consecutive day, that is the worst since november of last year. it was a gaining month for have a great pain...
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Feb 1, 2018
02/18
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but there's always talked that apple should buy netflix or tesla. i asked if there is something
but there's always talked that apple should buy netflix or tesla. i asked if there is something
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Feb 28, 2018
02/18
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at the same time, netflix is off the charts in valuation. michael: they are not necessarily comparable. let's recognize this is a point in time. netflix has spent a lot of money, this year $7 billion on new content you just because they spent does that mean that they get viewers and ultimately subscribers. dish and sky are fundamentally different businesses. dish is a satellite business, sky is a multimedia property with tremendous content ownership as well as huge customer base. ford: the one thing we know sure is there is a drama that is yet to be played out. michael: we should stay tuned and should not expect this to end the way that we expect it going in. david: great to have you, michael. still not as is bill smead , who owns comcast and disney. how do you want to see this play out? bill: for the long run you want these companies to have the assets and the employees in the case, setups, in disney's to use those brands. they just keep creating great brands and then sell them again and again and again. everyone has to remember, content is
at the same time, netflix is off the charts in valuation. michael: they are not necessarily comparable. let's recognize this is a point in time. netflix has spent a lot of money, this year $7 billion on new content you just because they spent does that mean that they get viewers and ultimately subscribers. dish and sky are fundamentally different businesses. dish is a satellite business, sky is a multimedia property with tremendous content ownership as well as huge customer base. ford: the one...
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Feb 22, 2018
02/18
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they are sake it is a steep discount to netflix despite growth potential. rodeo earlier and roku today. nejra: coming up on the back of the charts, a chipmaker takes on a tech titan. this is bloomberg. ♪ nejra: is now time for the global battle of the charts. as always, you can axis these charts on the bloomberg by running the function featured at the bottom of your screen. off with me is christine. boring.ean company so theories we asked why, you don't have big tech companies that is a household name, think of apple, facebook, sampson, but take a look at austrian chipmaker ams. for those who have never heard of them, i don't blame you, but it is an eye popping 100 30% gain in the past year because they are apple suppliers, they are writing off the back of apple's success -- riding off the back koof apple. does it matter if you are a board committee with stock returns like these? i will let you ponder the question. nejra: vonnie, what have you got? vonnie: the narrative at the moment of the 10 year yield at 3% and that is the level of which think stop or
they are sake it is a steep discount to netflix despite growth potential. rodeo earlier and roku today. nejra: coming up on the back of the charts, a chipmaker takes on a tech titan. this is bloomberg. ♪ nejra: is now time for the global battle of the charts. as always, you can axis these charts on the bloomberg by running the function featured at the bottom of your screen. off with me is christine. boring.ean company so theories we asked why, you don't have big tech companies that is a...
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Feb 1, 2018
02/18
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>> one rumor is netflix. does it make sense for apple to buy netflix? this would be the time if they want to be -- betty: why is it a game changer? game changer because of content, if you have -- apple isntent nowhere there. they have a small amount of content. this is what i view as the next potential growth. apple in a transition among companies with apple front and center. if they want to make an acquisition, this is the time to do it. if they don't acquire netflix, a studio, some content related acquisition, that is a huge think they are telling the market -- content, we are fine being the fifth or sixth best player. do they or do they not? if there is a time to do it, it is now, and if it'll do it it is a telltale sign of strategy going forward. that? would you think of toi see at&t attempted acquire content, use it with verizon, these ecosystems architect and content and are battling for eyeballs and advertising dollars. you seethe combination, these companies trying to do huge battle, nbc their content, and after facebook and google -- with veriz
>> one rumor is netflix. does it make sense for apple to buy netflix? this would be the time if they want to be -- betty: why is it a game changer? game changer because of content, if you have -- apple isntent nowhere there. they have a small amount of content. this is what i view as the next potential growth. apple in a transition among companies with apple front and center. if they want to make an acquisition, this is the time to do it. if they don't acquire netflix, a studio, some...
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Feb 17, 2018
02/18
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and they put this together at a time when all those video streaming apps were like netflix, they were aggregators. they were not individual brands. there was a lot of skepticism. people thought, is that a good idea? not surprisingly, it irritated their partners in cable tv, who got a cut every time you signed up for wrestlemania. they were not too thrilled. carol: this was a risky move but it paid off. >> it did. they now have 1.5 million monthly subscribers. carol: is that good? give us a comparison to the other streamers. >> it is the 11th most popular video streaming app in the country, of about 220 of these things that exist now. it is the second most in sports related categories. only major league baseball has a more popular streaming. julia: this is important to ordinary viewers. >> you pay $9.99 a month, and there is a huge amount of material on there. they have their cruiserweight division. they have a weekly show. the developmental league has a weekly show exclusively on this app. it has proven to them, one thing that made the company exciting to investors, it has proven they
and they put this together at a time when all those video streaming apps were like netflix, they were aggregators. they were not individual brands. there was a lot of skepticism. people thought, is that a good idea? not surprisingly, it irritated their partners in cable tv, who got a cut every time you signed up for wrestlemania. they were not too thrilled. carol: this was a risky move but it paid off. >> it did. they now have 1.5 million monthly subscribers. carol: is that good? give us...
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Feb 26, 2018
02/18
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by netflix pending and others have youtube to press pause. rent is holding expenditure at currents levels, causing leading producers to the film strategy. investments in the same interest see which waits to works best. geely's $9 ny says billion stake in dame ler is regulations and there's no need to invoke trade and rules.ment geely wants to cooperate on electric vehicles and a shift to power, the deal makes he chairman dame ler's leading shareholder and the largest a chinese company in an overseas automaker. that is your business/headlines. perennial issue of a chineseinflation, consume 3% ation, strengthening to year on year in january. yousef: you are looking at a few that. les playing into including, of course, well, let's get you through some of figures. the inflation breakdown is critical. dollar story.aker the sharp pickup comes off the - a few key fiscal ours, the introduction of electricity it into sub sities coming effect. i want to show you a chart on the back of this. showing you what was the status is, which is an economy that c
by netflix pending and others have youtube to press pause. rent is holding expenditure at currents levels, causing leading producers to the film strategy. investments in the same interest see which waits to works best. geely's $9 ny says billion stake in dame ler is regulations and there's no need to invoke trade and rules.ment geely wants to cooperate on electric vehicles and a shift to power, the deal makes he chairman dame ler's leading shareholder and the largest a chinese company in an...
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Feb 2, 2018
02/18
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getting significant pressure, subscribers are leaving multichannel television, over the top tv, look at netflix, up almost 50% year to date. linearrs are giving up television and moving to internet delivered on demand television. advertising is suffering. when you look at the growth of facebook and google reported, advertising dollars are moving to mobile and away from tv. a growing pressure on legacy media companies. you are either selling the way time warner, scripps, fox, murdoch even now selling. you are selling or buying. buy a calm and cbs -- viacom, cbs, cherry red stone is the controlling shareholder -- of both, the most logical first step is to get them to scale, these companies are too small. they look like pebbles on a media landscape dominated by giants. vonnie: there are new synergies as viacom is turning around. management may be getting it back together. cbs is seeing the writing on the wall. what will get this done? >> les moonves does not want to do this. why didn't happen -- it happen in 2016? because les moonves did not wanted to happen. he liked running his standalone compan
getting significant pressure, subscribers are leaving multichannel television, over the top tv, look at netflix, up almost 50% year to date. linearrs are giving up television and moving to internet delivered on demand television. advertising is suffering. when you look at the growth of facebook and google reported, advertising dollars are moving to mobile and away from tv. a growing pressure on legacy media companies. you are either selling the way time warner, scripps, fox, murdoch even now...
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Feb 23, 2018
02/18
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netflix knows it was to replace the shows it is making. youtube is a wonderland for other people to upload stuff, and in two or three years they have changed the strategy for what they are doing in originals. youtubey it was all stars with their own original shows, then was high and shows, and now dare try to make a karate kid. how much money guard willing to put in shows is unclear. emily: what does this mean in the context of the overall challenges that youtube is facing? they are under incredible pressure right now, they have conspiracy videos of david talk and what is happening in the trending section, and youtube kids, there seems to be an inordinate amount of pressure on you to and perhaps a reckoning coming without videos are accepted overall. >> there seems to be a new crisis for you to every couple of weeks and it points to an existential problem that they have to resolve. is nother people upload their problem if they are not a programmer or curator and justice neutral place for people that stuff come to have an argument whether y
netflix knows it was to replace the shows it is making. youtube is a wonderland for other people to upload stuff, and in two or three years they have changed the strategy for what they are doing in originals. youtubey it was all stars with their own original shows, then was high and shows, and now dare try to make a karate kid. how much money guard willing to put in shows is unclear. emily: what does this mean in the context of the overall challenges that youtube is facing? they are under...
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Feb 28, 2018
02/18
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mindy: you envision weight watchers becoming like amazon, netflix. do you mean the you will be streaming content? -- that you will be streaming content? mindy: i mean that our mobile phones are our most are small device. you have the goto apps for your life. for youro be that health and wellness. educate you, inspire you, give you the tools to be healthy, no matter your stage in life. of questionse about financials. you have some debt on the balance sheet during a lot of it is due in 20 24. what are you telling investors about how you are going to service that debt? especially as interest rates go up in the next year? we have made great progress and we will continue to do the things that we feel make sense to have a strong balance sheet. the greatest thing we continue to do is continue to perform. as the company continues to do well, we strategically invest in the right things. vonnie: you say strategically invest. are you looking at anything company or brand wise, geography wise, the you might be interested in? we really feel that investing in our b
mindy: you envision weight watchers becoming like amazon, netflix. do you mean the you will be streaming content? -- that you will be streaming content? mindy: i mean that our mobile phones are our most are small device. you have the goto apps for your life. for youro be that health and wellness. educate you, inspire you, give you the tools to be healthy, no matter your stage in life. of questionse about financials. you have some debt on the balance sheet during a lot of it is due in 20 24....
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Feb 28, 2018
02/18
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nasdaq falling nearly .75% and ur bank stocks in the red except netflix. coming up, a discussion of a renewed push for 5g. that's next. this is "bloomberg technology." -- this is bloomberg. ♪ emily: the u.s.'s main commodity investors is allowing traders to invest in cryptocurrencies as long as they are not purchased on margin or involved insider information obtained on the job. investing in bitcoin futures, however, is barred. the agency began overseeing bitcoin a few weeks ago. the sec will vote on a plan to ease federal regulations for 5g wireless equipment. they proposed new rules that would install equipment for the next generation that carriers will use to carry the new networks. this is part of a new effort from officials, chipmakers, and wireless carriers to ensure u.s. leadership when it comes to 5g. the fcc commissioner joins us now from washington. proposal today fit into the larger picture of developing 5g and moving aside some of the road proxy echo -- roadblocks? having methanks for on. we are in the middle of this new iteration, and the di
nasdaq falling nearly .75% and ur bank stocks in the red except netflix. coming up, a discussion of a renewed push for 5g. that's next. this is "bloomberg technology." -- this is bloomberg. ♪ emily: the u.s.'s main commodity investors is allowing traders to invest in cryptocurrencies as long as they are not purchased on margin or involved insider information obtained on the job. investing in bitcoin futures, however, is barred. the agency began overseeing bitcoin a few weeks ago....
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Feb 16, 2018
02/18
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shery: what this movie have gotten the same reception if we had done it for screening purposes like netflix? , they tried to create an african-american marvel character that did not go anywhere. this is working because it is at a cinema which makes it an event and is appealing to diverse audiences that can come together and enjoy the movie as a crowd. i saw it last night and it made people break into a plot which only happens at a settlement. -- only happens -- broke into applause which only happens in a cinema theater vonnie: you -- in a cinema. vonnie: thank you. shery: time for the bloomberg business flash, the biggest business stories in the news. saw $7.6 billion in client withdrawals last year despite the fact they had the best performance since 2013 as the firm struggled with the aftermath of selling a five-year bribery probe and last-minute changes with shares hitting record lows. trading on three crypto companies has been suspended i the securities and exchange commission. they are suspended because of questionable business models. the sec reiterated its warning to investors about
shery: what this movie have gotten the same reception if we had done it for screening purposes like netflix? , they tried to create an african-american marvel character that did not go anywhere. this is working because it is at a cinema which makes it an event and is appealing to diverse audiences that can come together and enjoy the movie as a crowd. i saw it last night and it made people break into a plot which only happens at a settlement. -- only happens -- broke into applause which only...
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Feb 1, 2018
02/18
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we are big companies like the cia, netflix. we are competitors like netflix. even ibm, using the amazon cloud, in addition to having their own cloud. we will see what microsoft will tell us about their own customers. one might expect the fortune 500 customers who are already buying from microsoft and buying microsoft to distribute it on the cloud would be the azure customers. we will see what they say about that on the call. emily: qualcomm, disappointing revenue and profit forecast. how much of this has to do with slowing smartphone growth in general and a decline in the use of qualcomm's chips in favor of other alternatives? cory: i think the big question for qualcomm isn't just the headline of slower smartphone growth. are they getting paid by users of their technology? china was not going to pay. they struck a deal with samsung. again, the devil is in the details here. we will find out if qualcomm's customers are paying them for these chips. they have got a lock on a lot of the ways that the cell phones work, smartphones work, but slowing growth in that ar
we are big companies like the cia, netflix. we are competitors like netflix. even ibm, using the amazon cloud, in addition to having their own cloud. we will see what microsoft will tell us about their own customers. one might expect the fortune 500 customers who are already buying from microsoft and buying microsoft to distribute it on the cloud would be the azure customers. we will see what they say about that on the call. emily: qualcomm, disappointing revenue and profit forecast. how much...
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Feb 14, 2018
02/18
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netflix has signed the creator of the hit "glee. e."- "gle shonda rimes. u.s. consumers are spending more on love this year. that's according to the national retail federation. the americans will spend an average $143 on valentine's day. estimates total spending will hit $19.5 billion the second highest in 15 years,. jewelry will account for more than $4.5 billion followed by an evening out of flowers. that is your business flash update. i still haven't spent anything on valentines. i still have a few hours. [laughter] vonnie: still ahead, a look at gold and silver through the futures market. our new segment, charting futures, is next. this is bloomberg. ♪ , cutienight ♪ you are watching bloomberg markets. i am abigail doolittle. we dive into the futures markets through the charge. where looking at. the metals, particularly gold and silver. gold came in better than expected. it is not just bond yields spiking higher. gold and silver are, too. let's look at an intraday chart. we see gold had actually been atative, now sharply higher, the highs, up about 2%.
netflix has signed the creator of the hit "glee. e."- "gle shonda rimes. u.s. consumers are spending more on love this year. that's according to the national retail federation. the americans will spend an average $143 on valentine's day. estimates total spending will hit $19.5 billion the second highest in 15 years,. jewelry will account for more than $4.5 billion followed by an evening out of flowers. that is your business flash update. i still haven't spent anything on...
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Feb 19, 2018
02/18
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and they put this together at a time when all those video streaming apps were like netflix, they were aggregators. they were not individual brands. and there was a lot of skepticism about the company, because people thought, is that really a good idea? because, not too surprisingly, it really irritated their partners in cable tv, who got a cut every time you signed up for wrestlemania. so they were not too thrilled. carol: as you, julia, have said, this was a risky move, but it paid off. felix: it did. they have 1.5 million monthly subscribers for the service. carol: is that good? give us a comparison to the other streamers. felix: it is the 11th most popular video streaming app in the country, of about 220 of these things that exist now. and it is the second most in sports-related categories. so only major league baseball has a more popular streaming. julia: costs on a monthly basis? because this is critically important relative to signing up to another ordinary way of viewership. felix: you pay $9.99 a month for it, and there is a huge amount of material on there now. they have thei
and they put this together at a time when all those video streaming apps were like netflix, they were aggregators. they were not individual brands. and there was a lot of skepticism about the company, because people thought, is that really a good idea? because, not too surprisingly, it really irritated their partners in cable tv, who got a cut every time you signed up for wrestlemania. so they were not too thrilled. carol: as you, julia, have said, this was a risky move, but it paid off. felix:...
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Feb 26, 2018
02/18
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it was producing shows for netflix. harvey weinstein is prolific. those are its main assets. , as they said late yesterday, they haven't been able to reach a deal with the one party they were in talks with outside of bankruptcy, who was willing to do a deal outside bankruptcy, the former small business administration officials. it doesn't look like they have come to a deal yet. there hasn't been a chapter 11 filing yet. the new york attorney general just came out with a statement saying that, you know, they were saddened that there might not be a deal there and he was continuing to investigate the situation and get compensation for victims. obviously, his lawsuit from last weekend kind of through a spoke in the works for getting a deal done. who knows, maybe something might happen in the coming days. we'll see. isn't but this surprising, given that we have seen partners and investors just fleeing the company. anousha: if you cover enough restructuring and bankruptcy, this kind of situation, it's hard to see a deal outside bankruptcy. obviously, it's
it was producing shows for netflix. harvey weinstein is prolific. those are its main assets. , as they said late yesterday, they haven't been able to reach a deal with the one party they were in talks with outside of bankruptcy, who was willing to do a deal outside bankruptcy, the former small business administration officials. it doesn't look like they have come to a deal yet. there hasn't been a chapter 11 filing yet. the new york attorney general just came out with a statement saying that,...
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Feb 4, 2018
02/18
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david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said, that's the stupidest idea i've ever heard. [laughter] >> would you fix your tie, please?
david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said, that's the stupidest idea i've ever heard. [laughter] >> would you fix your tie, please?
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Feb 6, 2018
02/18
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e's going to control hulu and turn it into a very serious netflix and rough amazon. he's got espn across the board 100 different digital formats and while the interest in nfl is lagging, they're down something like 18 to 49-year-old men in last five years, 25% of them have moved away and are not football.nfl but there are other sports. and what disney is positioned to only dominate digital in this country but they're going global. talked about asset is sky in the u.k. that's part of and that gives disney a very good franchise in both asia and in europe. disney we're st hearing from. we're hearing from cbs and disney deal has gotten other media company's attention. hat's going on with cbs, viacom? >> well, sherri redstone has to those two companies back together. and she will. sticking point and wants absolute unfeterred control. if he gets it, fine. may doesn't get it, he have to leave. he did try to buy cbs three and ago on his own ouldn't do it because the redstones have absolute control. les it appears the outside world says if i don't want it to happen, it happen
e's going to control hulu and turn it into a very serious netflix and rough amazon. he's got espn across the board 100 different digital formats and while the interest in nfl is lagging, they're down something like 18 to 49-year-old men in last five years, 25% of them have moved away and are not football.nfl but there are other sports. and what disney is positioned to only dominate digital in this country but they're going global. talked about asset is sky in the u.k. that's part of and that...
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Feb 13, 2018
02/18
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scarlet: and that is thinking, maybe get netflix to join the party as well. have they given any indication, the new players, how they might want to jump in? paul: really, today, the players-top digital have just dipped their toes. netflix has come out and said they will not do sports. they do not want to get involved. players have just dipped their toes. it is very expensive, and they have not done that much. julia: as exciting as this is, let's cut to the chase -- if this is better for sky and they are paying less per game, what does it mean for fox or disney looking at assets here? paul: this is an important asset for sky, which is important for fox, which owns 39% of sky, and important for disney, looking to buy that 39%. i'm sure the buyers of fox, disney, and even contest is look at the transaction, saying when i look at sky, i see they have major programming. paul sweeney, thank you for the instant analysis. coming up after last week's selloff, volatility is back in a big way, and so, too, are traitors. this is bloomberg. ♪ >> almost 400 million chine
scarlet: and that is thinking, maybe get netflix to join the party as well. have they given any indication, the new players, how they might want to jump in? paul: really, today, the players-top digital have just dipped their toes. netflix has come out and said they will not do sports. they do not want to get involved. players have just dipped their toes. it is very expensive, and they have not done that much. julia: as exciting as this is, let's cut to the chase -- if this is better for sky and...
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Feb 15, 2018
02/18
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or is this actual commentary on supporting amazon and apple but netflix got too hot? jason: it does beef to the larger sentiment, as it were, about big tech -- people are not worrying about adjust on wall street but also down on as it comes out as to what will they are playing and you bringing in the political piece of meddling through political -- meddling through political elections. david: some of the value has to be a regulatory arbitrage. regulators have not caught up with them yet and that has to take some of them. the second story. shameless self-promotion? bloomberg news has a piece saying the hedge fund ties are going to get away with murder -- a lot of money -- by using a loophole law and the secretary treasury came out to say, no. jason: it is classic bloomberg reporting. makes me proud. document came -- i worked with him years ago and what he was able to ascertain is that hedge funds in reaction to some of the tax reform started setting up llcs in delaware because the loophole was that if you are treated as a company, you can essentially skirt the treatmen
or is this actual commentary on supporting amazon and apple but netflix got too hot? jason: it does beef to the larger sentiment, as it were, about big tech -- people are not worrying about adjust on wall street but also down on as it comes out as to what will they are playing and you bringing in the political piece of meddling through political -- meddling through political elections. david: some of the value has to be a regulatory arbitrage. regulators have not caught up with them yet and...
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Feb 21, 2018
02/18
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$20 each a month, a sign of losses, in subscriber it is time to attract those -- cheaper options like netflix and amazon prime. that is the latest business flash. coming up, president trump to hold a session about school shootings. this is bloomberg. ♪ vonnie: this is "bloomberg markets." vonnie:president trump is meetih school teachers, affected by last week'shooting, among others. in order on bump stocks. to go -- how is this through and would that be enough to satisfy some lawmakers at least? >> there are a couple of different things they could do regarding gun control that are politically realistic her first and foremost, the bump stock. that is the device that allows for the weapon to shoot more rapidly. the second thing is to provide enforcementaw federal agencies which runs the national background checks inadequately funded for some time. they do not enforce the laws on the books. i talked with several conservatives on the issue of gun control who say additional funds would allow these agencies to force the national background check system. in the third final piece, mental health. th
$20 each a month, a sign of losses, in subscriber it is time to attract those -- cheaper options like netflix and amazon prime. that is the latest business flash. coming up, president trump to hold a session about school shootings. this is bloomberg. ♪ vonnie: this is "bloomberg markets." vonnie:president trump is meetih school teachers, affected by last week'shooting, among others. in order on bump stocks. to go -- how is this through and would that be enough to satisfy some...
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Feb 8, 2018
02/18
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then we moved to netflix on us. we just heard just a company called layer three tv. we haven't announced what it is we are going to offer, but i will tell you that it's something like this. your smart phone has never met your tv. your smart phone knows everything you want to watch on social media. has all of your skinny bundles, etc.. millennial's in general, they don't want to stand in front of a big square panel. we are going to bring something that is the integration of streaming and social media and content, driven by the smart phone. sling, one of these. we know vaguely what it's going to be, but will it be able to compete with at&t and verizon? now that they have acquired content providers? they are both so confused and distracted. think about at&t. they bought directv for, oh my god, billions of dollars. the business that they bought is declining, right? they create this and do you know how they sell it? they tell customers that i will sell you unlimited, but only if you take directv now in a bundle. a bundle isn't something you want with something you don't w
then we moved to netflix on us. we just heard just a company called layer three tv. we haven't announced what it is we are going to offer, but i will tell you that it's something like this. your smart phone has never met your tv. your smart phone knows everything you want to watch on social media. has all of your skinny bundles, etc.. millennial's in general, they don't want to stand in front of a big square panel. we are going to bring something that is the integration of streaming and social...
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Feb 9, 2018
02/18
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i was talking to the woman that ran hr at netflix. she thought about the issue. she said childcare is hard. and then she read the book and said, we should do that. we can do that. i am hoping for that reaction from more people. sheryl sandberg was on the show talking about a mentorship initiative she is launching in response to the me too movement. i write about her in the book. when she got the facebook she asked about content, violence toward women. these were questions no one was asking. onebook has a better handle the online harassment and trolling problem than twitter. the cofounder of twitter told me if more women had been on the team early on, online harassment and trolling maybe would not have been as big of a problem. women are victims of the more extreme forms of harassment. david: one of the great narratives of tech, some out it has gone off the rails and did not anticipate its own implications for society, whether it is addiction or political manipulation. do you think if there had been more diversity, especially women, that might have made it a littl
i was talking to the woman that ran hr at netflix. she thought about the issue. she said childcare is hard. and then she read the book and said, we should do that. we can do that. i am hoping for that reaction from more people. sheryl sandberg was on the show talking about a mentorship initiative she is launching in response to the me too movement. i write about her in the book. when she got the facebook she asked about content, violence toward women. these were questions no one was asking....
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Feb 21, 2018
02/18
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BLOOMBERG
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attract those that dumped pay tv services for andper options like netflix amazon prime. or big name concerts sporting events - thousands atch gamers place, it's a serious opportunity for asian tech giant asser. c.e.o. spoke with bloomberg in knew typea city from the hq.any said we provide with gaming notebooks, gaming desk tops. provide gaming display. it's not alized that just the hardware. be able to provide platform f the line for people. the front bakeis and sa today" last year, a limited t was addition. it was in spired by multiple one system. mean. what we line. have full product we have high end to affordable. and we have sponsorship going on. to make sure that people have the full assignment. that is associate with acer. you now?g is that for the event side of it. so away from the providing like actually promoting this as a new emerging sport? what are you doing there? big deal. a we sponsor and we do it ourselves. the biggest gaming tournaments and and importantly the final, last year was in beijing. people paid to watch that for five hours. you look at that, it
attract those that dumped pay tv services for andper options like netflix amazon prime. or big name concerts sporting events - thousands atch gamers place, it's a serious opportunity for asian tech giant asser. c.e.o. spoke with bloomberg in knew typea city from the hq.any said we provide with gaming notebooks, gaming desk tops. provide gaming display. it's not alized that just the hardware. be able to provide platform f the line for people. the front bakeis and sa today" last year, a...
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Feb 21, 2018
02/18
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this hasto the nasdaq, to do with facebook, amazon, netflix, and out of bed, and this is 25% of the nasdaq 100, so a big weighting. higher,se names trade there is a risk on for the overall market, lack of volatility. ifl be watching to see investors continue to buy the debt because nothing has changed over the last few weeks and yet we have seen the stocks swing in a wild way. yesterday we had strength in the chip space, but not today, the stock is down on the day off of the lows, one quarter of 1%, and we see weakness here with nvidia and amd. bitcoin,is can be bitcoin down 10% on the day, and both amd and nvidia make chips for the mining of cryptocurrencies, so in bitcoin goes higher as yesterday, that becomes a bullish tell when, and when it goes lower it tends to drag. it may suggest there could be more weakness ahead, so that could be a drag for the chip sector. will wait for the results of the five-year option and are coming in. we see the long end of the curve is stronger but investors care about a few things here, the issued rate of this $35 billion 5-year note and rates to come ou
this hasto the nasdaq, to do with facebook, amazon, netflix, and out of bed, and this is 25% of the nasdaq 100, so a big weighting. higher,se names trade there is a risk on for the overall market, lack of volatility. ifl be watching to see investors continue to buy the debt because nothing has changed over the last few weeks and yet we have seen the stocks swing in a wild way. yesterday we had strength in the chip space, but not today, the stock is down on the day off of the lows, one quarter...
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Feb 2, 2018
02/18
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david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat use live. -- us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said that's the st
david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat use live. -- us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said that's the st
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Feb 22, 2018
02/18
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dish is trying to attract those who dumped pay-tv services for cheaper options like netflix and amazon prime. thousands of fans gathered a play, and that's a serious opportunity for asian tech giant acer. the ceo spoke exclusively with bloomberg at the company hq in new taipei city. we get a notebook, we provide , we provideops gaming screens, and then we realized that it's not just how we establish ourselves. we have to be able to provide very good top-of-the-line products. our 21xxample would be the hit the front page of "usa today" last year. this year, we released a limited edition cpu. multiple processors in one single system. we would be able to fit people from high-end to affordable, and we have the sponsorship going on . we want to make sure people have the full assignment and get associated with acer. >> how big a thing is that for you, away from providing hardware, actually promoting this as a new, emerging sport? what are you doing the reactor there? are you doing >> we sponsor, and we do it ourselves. we sponsor the biggest gamers in .he industry for the tournament last yea
dish is trying to attract those who dumped pay-tv services for cheaper options like netflix and amazon prime. thousands of fans gathered a play, and that's a serious opportunity for asian tech giant acer. the ceo spoke exclusively with bloomberg at the company hq in new taipei city. we get a notebook, we provide , we provideops gaming screens, and then we realized that it's not just how we establish ourselves. we have to be able to provide very good top-of-the-line products. our 21xxample would...
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Feb 25, 2018
02/18
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higher tv and movie spending by netflix and amazon have forced youtube depressed cause on its ambitions. googles holding you to read expenditure at holding levels for next two years, causing people to criticize the strategy. google often makes multiple investments in the same injury and waits -- the same industry and waits to see which one works out best. yvonne: black panther has joined an exclusive group, and becoming one of the only horror films to earn $100 million its second weekend in theaters. it took $108 million at the north american box office and takes the two-week amount to a neat $400 million. i am probably the only one who has not watched it yet. coming up, more about china's future. this is bloomberg. ♪ we use our phones and computers the same way these days. so why do we pay to have a phone connected when we're already paying for internet? shouldn't it all just be one thing? that's why xfinity mobile comes with your internet. you can get 5 lines of talk and text included at no extra cost. so all you pay for is data. choose by the gig or unlimited. and now, get a $200 p
higher tv and movie spending by netflix and amazon have forced youtube depressed cause on its ambitions. googles holding you to read expenditure at holding levels for next two years, causing people to criticize the strategy. google often makes multiple investments in the same injury and waits -- the same industry and waits to see which one works out best. yvonne: black panther has joined an exclusive group, and becoming one of the only horror films to earn $100 million its second weekend in...
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Feb 27, 2018
02/18
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. ♪ emily: netflix continues to ramp up its spending. this easy-to-follow -- the ceo said they will spend up to $8 million on content this year. 's hundred original shows and movies on a platform over the original 2018 -- 700 shows and movies on the platform over the course of 2018. everyone is shooting for sky. disney has offered to buy much of fox to get it. comcast is offering $31 billion for the company. early tuesday morning, sky said it was premature for anyone to be doing anything because it is not yet have a firm offer from comcast. here to break it down for us is the head of research for bloomberg intelligence and chris. first, layout were each of these offers stand or does not stand for sky. >> well, right now, as you mentioned, fox is saying there is not an official offer out here so there is really nothing they can commit to on their rent will have, but they high-level meetings and most likely come out with their own proposal that would at least match what comcast is offering. they have to. they cannot let a higher bid stay o
. ♪ emily: netflix continues to ramp up its spending. this easy-to-follow -- the ceo said they will spend up to $8 million on content this year. 's hundred original shows and movies on a platform over the original 2018 -- 700 shows and movies on the platform over the course of 2018. everyone is shooting for sky. disney has offered to buy much of fox to get it. comcast is offering $31 billion for the company. early tuesday morning, sky said it was premature for anyone to be doing anything...
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Feb 3, 2018
02/18
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BLOOMBERG
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david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said, that's the stupidest idea i've ever heard. [laughter] >> would you fix your tie, please? david: well, people wouldn't recognize me if my tie was fixed, but ok.
david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us alive. david: when "survivor" came, that was an unusual show at the time. leslie: i said, that's the stupidest idea i've ever heard. [laughter] >> would you fix your tie, please? david: well, people wouldn't recognize me if my tie was fixed, but ok.
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Feb 16, 2018
02/18
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reported he considered resigning from the facebook board and at the least, there was a big tiff between netflix ceo reed hastings and thiel himself about his support for trump. ellen: reed hastings had written a letter that said that he thought that because thiel supported trump that he was unfit to serve on the facebook board. there were other tensions. people reported mark zuckerberg asked hastings and thiel if they had leaked information. it just seems like there was a lot of friction on the board. iel mayt know why th have wanted to leave. it could be related to one of his other complaints about silicon valley which is that it's overrun by groupthink, everyone thinks the same and there really isn't an acceptance of other kinds of thinking and he might have felt that same way about the facebook board. emily: facebook is in an incredibly difficult position. they are under pressure to make dramatic changes. obviously the accusations that meddling on facebook could have swayed the election. mark zuckerberg came out when thiel supported donald trump and said, if you believe in diversity, why wou
reported he considered resigning from the facebook board and at the least, there was a big tiff between netflix ceo reed hastings and thiel himself about his support for trump. ellen: reed hastings had written a letter that said that he thought that because thiel supported trump that he was unfit to serve on the facebook board. there were other tensions. people reported mark zuckerberg asked hastings and thiel if they had leaked information. it just seems like there was a lot of friction on the...
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Feb 13, 2018
02/18
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abigail: the banks did well, and last week some of these nature being sold as well, apple, netflix, alphabet. is 3382. a big moveay, we see higher, but interestingly, not bigger than last tuesday's action, where the selling last thursday was stronger. all of this suggests that sellers may come out in droves and perhaps cause more downside. interestingly, the s&p 500 off just slightly on the year, down slightly on the year. the fangs may shift in the days or weeks ahead. emily: abigail, thanks so much. when it comes to the sheer amount of global users, facebook reigns supreme, but it is not a completely rosy outlook. a new report shows facebook is losing ground to snapchat in the teen demographic. facebook is set to lose 2 million users under the age of 25 in the u.s. this year. snapchat is set to gain nearly 2 million. here with more, principal analyst and marketer and activate ceo and my guest post for the hour. deborah, let's start with you. what did you find and how do you come up with this 2 million number? deborah: as you mentioned, facebook is set to lose 2 million users under the age
abigail: the banks did well, and last week some of these nature being sold as well, apple, netflix, alphabet. is 3382. a big moveay, we see higher, but interestingly, not bigger than last tuesday's action, where the selling last thursday was stronger. all of this suggests that sellers may come out in droves and perhaps cause more downside. interestingly, the s&p 500 off just slightly on the year, down slightly on the year. the fangs may shift in the days or weeks ahead. emily: abigail,...
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Feb 3, 2018
02/18
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david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us live. -- alive.
david: companies like netflix and apple and facebook and amazon, they're in the streaming business. leslie: money alone doesn't lead to good programming. it is tough. we're competing with companies that could eat us live. -- alive.
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Feb 4, 2018
02/18
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would be changing anything about m&a strategy, like if they would be consider buying companies like a netflix or tesla and he pointed out to me that we have acquired 19 companies in 2017, a company every two weeks to three weeks. the key question is always, would it improve the life of a customer, can it help us prove better products? that is how we decide. what do you read into that? corey: i want to go back to your fortune 300 comment. that seems ridiculous. fortune 300, i understand what he means by that, but on the day when he is still pointing to lists that don't exist anymore, there is no fortune 300 list. i think the cherry picking to dress up these results at being better is stretching a little bit. apple sold fewer phones. it was the biggest release they said they have ever had. they sold fewer phones than they did a year before when they didn't have such a big release. some of that has got to be about price. they charge a lot of money for this phone. they brought in a lot of money for the phone. the revenues were fantastic, the free cash flow is fantastic. it is all those things you
would be changing anything about m&a strategy, like if they would be consider buying companies like a netflix or tesla and he pointed out to me that we have acquired 19 companies in 2017, a company every two weeks to three weeks. the key question is always, would it improve the life of a customer, can it help us prove better products? that is how we decide. what do you read into that? corey: i want to go back to your fortune 300 comment. that seems ridiculous. fortune 300, i understand what...
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Feb 28, 2018
02/18
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can add on your streaming box like roku or tv -- it is a channel you can add like an hbo channel or netflix. not quite as popular as that but something available to anyone who has those devices. david: amazon has been to the wars likecial value facebook and twitter. will they have to take a position one way or the other? >> this is one of the first times amazon has gotten into this debate of what type of content to stream on the internet. for many years they sold physical items and some digital items online -- and the amazon video product they have now is one of the first things where they actually stream a lot of content. youtube has dealt with this for years but amazon is about to get into it and it is important for the company. usually they like to avoid these types of things completely, but the other thing that may be similar to it is that amazon has become much more of a political player with new headquarters they are building -- has put them in the political fray so it is new territory in a lot of ways for amazon. david: typically these things come down to values and our values of the
can add on your streaming box like roku or tv -- it is a channel you can add like an hbo channel or netflix. not quite as popular as that but something available to anyone who has those devices. david: amazon has been to the wars likecial value facebook and twitter. will they have to take a position one way or the other? >> this is one of the first times amazon has gotten into this debate of what type of content to stream on the internet. for many years they sold physical items and some...